Relationship Banker: Digital-First Client Advisor

U.S. Bank; Lake Geneva (WI); On-site; USD 62,867,000 - 76,851,000; Full time

Benefits offered by this job

Healthcare

Retirement plan

Vacation days

Holidays

Job summary

U.S. Bank is seeking a Relationship Banker who will engage clients across in-person, appointment, and virtual channels to provide trusted financial guidance and support. You will open accounts, process basic transactions, and educate customers on digital tools to meet their goals.

The role emphasizes proactive outreach, collaboration with the branch team, and tailoring solutions to client needs while maintaining regulatory compliance and a high standard of service.

Qualifications

• High school diploma or equivalent.
• Typically 4–5 years of job-related retail banking experience or a combination of experience and commensurate training.
• NMLS registration is required under the S.A.F.E. Act and Regulation Z.

Responsibilities

• Build relationships with clients via in-person, appointment, and virtual channels to provide trusted financial guidance.
• Open new consumer and business accounts and process basic transactions.
• Educate clients on digital products and self-service options to meet financial goals.
• Collaborate with branch team members to serve clients efficiently and accurately.
• Identify customer needs and recommend suitable banking solutions.

Skills

Relationship building

Communication

Sales experience

Digital banking

Customer focus

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker who will engage clients across in-person, appointment, and virtual channels to provide trusted financial guidance and support. You will open accounts, process basic transactions, and educate customers on digital tools to meet their goals.

The role emphasizes proactive outreach, collaboration with the branch team, and tailoring solutions to client needs while maintaining regulatory compliance and a high standard of service.